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Customer Experience In Industry

Top 10 Best Quotation Making Software of 2026

Discover the top 10 quotation making software with powerful features. Compare tools, find your best fit—explore now!

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How We Ranked These Tools

01
Feature Verification

Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.

02
Multimedia Review Aggregation

Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.

03
Synthetic User Modeling

AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.

04
Human Editorial Review

Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.

Independent Product Evaluation: rankings reflect verified quality and editorial standards. Read our full methodology →

How Our Scores Work

Scores are calculated across three dimensions: Features (depth and breadth of capabilities verified against official documentation across 12 evaluation criteria), Ease of Use (aggregated sentiment from written and video user reviews, weighted by recency), and Value (pricing relative to feature set and market alternatives). Each dimension is scored 1–10. The Overall score is a weighted composite: Features 40%, Ease of Use 30%, Value 30%.

Quick Overview

  1. 1#1: PandaDoc - Streamlines quotation creation, e-signatures, and tracking to close deals faster.
  2. 2#2: Proposify - Automates professional proposal and quote generation with templates and analytics.
  3. 3#3: QuoteWerks - Powerful desktop quoting software for distributors with product database integration.
  4. 4#4: Qwilr - Creates interactive web-based quotes and proposals that engage prospects.
  5. 5#5: Better Proposals - Simplifies stunning proposal and quote creation for freelancers and small teams.
  6. 6#6: Nusii - Online proposal tool tailored for agencies with reusable templates and e-signing.
  7. 7#7: Salesforce CPQ - Enterprise-grade configure-price-quote solution with AI-guided selling.
  8. 8#8: DealHub - CPQ platform that accelerates sales with guided selling and dynamic quoting.
  9. 9#9: Zoho CRM - Integrated CRM with customizable quote templates and multi-currency support.
  10. 10#10: ConnectWise Sell - CPQ tool for MSPs automating complex service quotes and configurations.

Tools were evaluated based on key metrics, including advanced features (like e-signatures, automation, and integration), intuitive design for seamless adoption, and long-term value to deliver tangible business impact.

Comparison Table

This comparison table simplifies the selection of quotation-making software, featuring tools like PandaDoc, Proposify, QuoteWerks, Qwilr, and Better Proposals. Readers will discover key features, usability, and practical value to choose the right fit for their specific needs.

1PandaDoc logo9.5/10

Streamlines quotation creation, e-signatures, and tracking to close deals faster.

Features
9.8/10
Ease
9.2/10
Value
9.0/10
2Proposify logo9.2/10

Automates professional proposal and quote generation with templates and analytics.

Features
9.5/10
Ease
9.0/10
Value
8.7/10
3QuoteWerks logo8.4/10

Powerful desktop quoting software for distributors with product database integration.

Features
9.2/10
Ease
7.1/10
Value
8.0/10
4Qwilr logo8.7/10

Creates interactive web-based quotes and proposals that engage prospects.

Features
9.2/10
Ease
8.5/10
Value
8.0/10

Simplifies stunning proposal and quote creation for freelancers and small teams.

Features
9.0/10
Ease
9.2/10
Value
8.3/10
6Nusii logo8.7/10

Online proposal tool tailored for agencies with reusable templates and e-signing.

Features
8.8/10
Ease
9.3/10
Value
8.2/10

Enterprise-grade configure-price-quote solution with AI-guided selling.

Features
9.5/10
Ease
7.2/10
Value
8.0/10
8DealHub logo8.7/10

CPQ platform that accelerates sales with guided selling and dynamic quoting.

Features
9.2/10
Ease
8.4/10
Value
8.1/10
9Zoho CRM logo8.1/10

Integrated CRM with customizable quote templates and multi-currency support.

Features
8.5/10
Ease
7.7/10
Value
8.4/10

CPQ tool for MSPs automating complex service quotes and configurations.

Features
8.2/10
Ease
7.0/10
Value
7.1/10
1
PandaDoc logo

PandaDoc

specialized

Streamlines quotation creation, e-signatures, and tracking to close deals faster.

Overall Rating9.5/10
Features
9.8/10
Ease of Use
9.2/10
Value
9.0/10
Standout Feature

Dynamic pricing tables with live calculations, approvals, and payment collection directly in quotes

PandaDoc is a comprehensive document automation platform designed for creating, sending, tracking, and signing professional quotations, proposals, and contracts. It features a drag-and-drop editor, dynamic pricing tables with formulas, reusable templates, and integrated e-signatures to streamline the quotation process. Real-time analytics provide insights into document engagement, while payment integrations allow for seamless invoicing directly from quotes. This makes it a top choice for sales teams aiming to accelerate deal closures.

Pros

  • Extensive template library and dynamic pricing tables for quick, customized quotes
  • Advanced analytics and real-time tracking of buyer interactions
  • Seamless e-signatures, payments, and CRM integrations for end-to-end workflows

Cons

  • Higher pricing tiers can be expensive for very small teams
  • Steeper learning curve for advanced automation features
  • Limited customization in lower-tier plans

Best For

Sales teams and B2B businesses that need professional, trackable quotations with integrated signing and analytics to close deals faster.

Pricing

Starts at $19/user/month (Essentials, annual billing), $49/user/month (Business), with custom Enterprise plans; 14-day free trial available.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit PandaDocpandadoc.com
2
Proposify logo

Proposify

specialized

Automates professional proposal and quote generation with templates and analytics.

Overall Rating9.2/10
Features
9.5/10
Ease of Use
9.0/10
Value
8.7/10
Standout Feature

Interactive pricing tables that allow clients to adjust quantities, see real-time totals, and approve line items directly in the proposal.

Proposify is a robust proposal and quotation software designed to help sales teams create professional, interactive proposals and quotes using customizable templates and a drag-and-drop editor. It streamlines the process with features like real-time tracking, electronic signatures, and integrated payments, allowing users to close deals faster. The platform also offers analytics to identify hot leads and integrates seamlessly with popular CRMs like Salesforce and HubSpot.

Pros

  • Stunning, mobile-responsive templates with interactive elements like pricing tables and videos
  • Advanced analytics for tracking views, engagement, and hot leads
  • Built-in e-signatures, payment collection, and 50+ integrations

Cons

  • Pricing can be steep for solo users or very small teams
  • Advanced customization requires time to master
  • Free trial lacks full access to premium features

Best For

Sales teams, agencies, and B2B professionals who need trackable, multimedia-rich proposals with embedded quotations.

Pricing

Starts at $49/user/month (Team plan, billed annually); higher tiers at $59/user/month (Business) and custom Enterprise pricing.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Proposifyproposify.com
3
QuoteWerks logo

QuoteWerks

specialized

Powerful desktop quoting software for distributors with product database integration.

Overall Rating8.4/10
Features
9.2/10
Ease of Use
7.1/10
Value
8.0/10
Standout Feature

Automated real-time pricing feeds from thousands of supplier databases

QuoteWerks is a robust quoting and proposal software tailored for IT resellers, distributors, and VARs, enabling rapid creation of accurate quotes using real-time supplier pricing and vast product catalogs. It supports complex configurations, custom templates, and seamless integrations with CRMs like Salesforce and accounting tools like QuickBooks. The platform excels in automating the quote-to-order process, reducing errors and speeding up sales cycles for hardware and software sales.

Pros

  • Extensive real-time integrations with 100+ suppliers for accurate pricing
  • Highly customizable quote templates and automation tools
  • Strong CRM and ERP integrations for streamlined workflows

Cons

  • Steep learning curve due to feature depth
  • Primarily desktop-focused with limited mobile access
  • Higher cost may not suit very small businesses

Best For

Mid-to-large IT resellers and distributors handling complex, high-volume quotes with supplier integrations.

Pricing

Cloud subscriptions start at ~$35/user/month; on-premise perpetual licenses with ~20% annual maintenance fees.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit QuoteWerksquotewerks.com
4
Qwilr logo

Qwilr

specialized

Creates interactive web-based quotes and proposals that engage prospects.

Overall Rating8.7/10
Features
9.2/10
Ease of Use
8.5/10
Value
8.0/10
Standout Feature

Convertible proposals that function like responsive websites with parallax effects, videos, and interactive pricing calculators

Qwilr is a proposal and quotation software that allows users to create interactive, web-page-like documents instead of static PDFs. It features drag-and-drop editing, customizable templates, pricing tables, e-signatures, and integrated payments to streamline the quoting process. With analytics tracking client engagement and CRM integrations like HubSpot and Salesforce, it helps sales teams close deals faster.

Pros

  • Stunning interactive proposals that boost engagement
  • Real-time analytics on views and interactions
  • Seamless integrations with CRMs and payment gateways

Cons

  • Pricing can be steep for small teams or simple needs
  • Limited advanced customization without design skills
  • No perpetual free tier beyond basic trials

Best For

Sales and marketing teams in agencies or B2B services seeking visually impressive, trackable quotes to accelerate deal closures.

Pricing

Starts at $35/user/month (Core), $59/user/month (Pro), $119/user/month (Elite); annual billing offers discounts, 14-day free trial.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Qwilrqwilr.com
5
Better Proposals logo

Better Proposals

specialized

Simplifies stunning proposal and quote creation for freelancers and small teams.

Overall Rating8.7/10
Features
9.0/10
Ease of Use
9.2/10
Value
8.3/10
Standout Feature

Embedded payment collection via Stripe or PayPal directly in the proposal, enabling clients to pay without leaving the document

Better Proposals is a cloud-based platform specialized in creating professional sales proposals, quotes, and contracts with a drag-and-drop builder. It enables users to embed pricing tables, e-signatures, and payment links directly into documents, streamlining the client approval and payment process. Real-time tracking of views and interactions helps optimize conversion rates, making it ideal for sales-focused teams.

Pros

  • Highly customizable templates with pricing tables and multimedia support
  • Integrated e-signatures and payment gateways like Stripe for one-click approvals
  • Detailed analytics on proposal engagement and performance

Cons

  • Limited advanced automation compared to full CRM suites
  • Team collaboration features require higher-tier plans
  • No native support for complex multi-currency quoting without integrations

Best For

Freelancers, agencies, and sales teams needing visually appealing quotes that convert leads into paid projects quickly.

Pricing

Pro plan at $19/user/month (annually), Team at $29/user/month, Enterprise custom; 14-day free trial available.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Better Proposalsbetterproposals.io
6
Nusii logo

Nusii

specialized

Online proposal tool tailored for agencies with reusable templates and e-signing.

Overall Rating8.7/10
Features
8.8/10
Ease of Use
9.3/10
Value
8.2/10
Standout Feature

Library of designer-crafted, fully customizable templates that produce pixel-perfect, branded proposals.

Nusii is a specialized proposal and quotation software designed for agencies, freelancers, and sales teams to create, send, and track professional proposals quickly. It features drag-and-drop editing, customizable templates, real-time viewing analytics, and integrated e-signatures for faster client approvals. The platform streamlines the sales process by allowing interactive client feedback and payment collection directly within proposals.

Pros

  • Stunning, mobile-responsive templates for professional quotes
  • Real-time tracking of opens, views, and interactions
  • Integrated e-signatures and payment options for quick closes

Cons

  • No free plan or trial beyond 14 days
  • Limited advanced automation compared to full CRM tools
  • Higher tiers required for unlimited proposals and teams

Best For

Freelancers and small agencies seeking beautiful, easy-to-create proposals with strong tracking capabilities.

Pricing

Starts at $29/mo (Starter: 10 proposals/mo), $49/mo (Pro: 50 proposals/mo), $99/mo (Premium: unlimited); 20% annual discount.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Nusiinusii.com
7
Salesforce CPQ logo

Salesforce CPQ

enterprise

Enterprise-grade configure-price-quote solution with AI-guided selling.

Overall Rating8.7/10
Features
9.5/10
Ease of Use
7.2/10
Value
8.0/10
Standout Feature

Native Salesforce integration with AI-driven Einstein CPQ for intelligent, rule-based pricing and configuration guidance

Salesforce CPQ (Configure, Price, Quote) is a robust solution embedded within the Salesforce ecosystem, designed to automate the creation of accurate quotes for complex products and services. It enables sales teams to configure bundles, apply dynamic pricing rules, and generate professional quotes with real-time amendments and approvals. The tool excels in handling multi-currency, discounts, and compliance, integrating seamlessly with Salesforce CRM for a unified sales process.

Pros

  • Seamless integration with Salesforce CRM for end-to-end visibility
  • Advanced configuration and pricing automation for complex catalogs
  • Guided selling and real-time quote generation with mobile support

Cons

  • Steep learning curve and complex initial setup
  • High cost, especially for smaller teams
  • Overkill for simple quoting needs without deep customization

Best For

Large enterprises with intricate product configurations and existing Salesforce infrastructure seeking enterprise-grade quoting automation.

Pricing

Custom enterprise pricing, typically $75+ per user per month as an add-on to Salesforce Sales Cloud; requires sales consultation.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Salesforce CPQsalesforce.com
8
DealHub logo

DealHub

enterprise

CPQ platform that accelerates sales with guided selling and dynamic quoting.

Overall Rating8.7/10
Features
9.2/10
Ease of Use
8.4/10
Value
8.1/10
Standout Feature

Unified DealRoom workspace that centralizes quote creation, negotiations, and contract signing in one interactive environment

DealHub is a comprehensive CPQ (Configure, Price, Quote) platform designed to streamline the sales process for B2B teams by automating quote creation, pricing configurations, and deal management. It offers guided selling, dynamic pricing rules, multi-currency support, and seamless integrations with CRMs like Salesforce and HubSpot. The software also includes e-signature capabilities, approval workflows, and analytics to accelerate deal cycles and improve accuracy in quotations.

Pros

  • Powerful CPQ engine with guided selling and dynamic pricing
  • Seamless CRM integrations and e-signature functionality
  • Robust analytics for deal insights and forecasting

Cons

  • Steep initial setup and configuration for complex products
  • Pricing can be high for smaller teams
  • Limited free tier or trial options

Best For

Mid-sized B2B sales teams needing advanced CPQ automation integrated with existing CRM systems.

Pricing

Custom enterprise pricing starting around $75/user/month, billed annually; free demo available.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit DealHubdealhub.io
9
Zoho CRM logo

Zoho CRM

enterprise

Integrated CRM with customizable quote templates and multi-currency support.

Overall Rating8.1/10
Features
8.5/10
Ease of Use
7.7/10
Value
8.4/10
Standout Feature

Deep integration with Zoho Inventory for real-time stock availability and pricing updates in quotes

Zoho CRM is a comprehensive customer relationship management platform that includes robust quotation making capabilities, allowing users to create customizable quotes with product catalogs, dynamic pricing, discounts, and taxes. It supports multi-currency, approval workflows, and e-signatures via Zoho Sign, with seamless conversion of quotes into sales orders or invoices. As part of the Zoho One ecosystem, it integrates deeply with inventory, billing, and analytics tools for end-to-end sales processes.

Pros

  • Highly customizable quote templates with drag-and-drop builder
  • Strong integrations with Zoho Inventory and Billing for accurate pricing
  • Automation via workflows and approvals for efficient quote management

Cons

  • Learning curve for non-CRM users due to extensive features
  • Advanced quoting tools like inventory sync require higher-tier plans
  • Not a standalone quoting app, better suited within full CRM workflows

Best For

Small to medium-sized businesses seeking an integrated CRM solution with professional quotation tools for sales teams.

Pricing

Free edition available; paid plans start at $14/user/month (Standard), up to $52/user/month (Ultimate), billed annually.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
10
ConnectWise Sell logo

ConnectWise Sell

enterprise

CPQ tool for MSPs automating complex service quotes and configurations.

Overall Rating7.6/10
Features
8.2/10
Ease of Use
7.0/10
Value
7.1/10
Standout Feature

Authority scripting engine for highly customizable quote logic and automation

ConnectWise Sell is a robust quoting and proposal automation tool designed primarily for managed service providers (MSPs) and IT solution providers. It enables users to build complex quotes with product configurations, dynamic pricing, margins, discounts, and bundles from integrated catalogs. The software supports professional proposal generation, electronic signatures, and seamless workflow integration with ConnectWise Manage for end-to-end sales processes.

Pros

  • Deep integration with ConnectWise ecosystem for streamlined quoting-to-ticketing
  • Advanced product configurator and scripting for complex bundles
  • Mobile app and client portal for on-the-go approvals

Cons

  • Steep learning curve due to scripting and customization needs
  • Pricing can be high for small businesses or standalone use
  • Interface feels dated compared to modern alternatives

Best For

Mid-sized MSPs and IT resellers already using ConnectWise tools who need customizable, high-volume quoting.

Pricing

Quote-based pricing, typically $15-$50 per user/month when bundled with ConnectWise Manage; add-ons extra.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit ConnectWise Sellconnectwise.com

Conclusion

The review of quotation making software highlights tools designed to simplify and enhance deal creation, with PandaDoc leading as the top choice—streamlining creation, e-signatures, and tracking to accelerate closures. Proposify, with its automated, template-focused approach, and QuoteWerks, tailored for distributors with product integration, stand as strong alternatives, each addressing unique needs. Together, these tools demonstrate the range of solutions available for businesses of all sizes.

PandaDoc logo
Our Top Pick
PandaDoc

Ready to streamline your quoting process? Start with PandaDoc to close deals faster, or explore Proposify or QuoteWerks to find the tool that fits your business best.

Tools Reviewed

All tools were independently evaluated for this comparison

Referenced in the comparison table and product reviews above.